高盛：滴滴公司-全球出行增长引领 robotaxi 商业化前沿；给予买入评级

16 July 2025 | 4:12AM HKT DiDi Global Inc. (DIDIY) Global mobility growth at the forefront of robotaxi commercialization; initiate at Buy | | | DiDi is well positioned to capture growing global mobility opportunities, is at the forefront of autonomous driving, and has an undemanding valuation (14X 2026E domestic P/E vs. 8%/44% revenue/EPS 2024-27E CAGR). We expect sustained compounding of domestic profit/FCF streams, one of the fastest profit growths within our China Internet coverage, through domestic GTV ...